Set Preferred Transaction Form Based on Customer’s Subsidiary

When Customers are assigned to a specific Subsidiary, the Users can create a Custom Form to reflect the correct Subsidiary Address. With this concept in mind, Users can create a Workflow to set the desired form when creating a Sales Order or Cash Sale. In this Workflow, the creation of the Sales Order or Cash Sale is done from the Customer record under the Sales tab.

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Change Custom Form 
   • Record Type: Select Transaction
   • Sub Types: Select Cash Sale, Sales Order
   • Execute As Admin: Enter Checkmark
   • Release Status: Select Released
   • Initiation: Select Event Based
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark                
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Value
8. Basic Information:
   • Trigger On: Select Before User Edit 
   • Condition: Click Launcher icon
   • Field: 
     • Select Custom Form
   • Compare Type: Select any of
   • Selection: Select preferred Custom Cash Sale Form
9. Field:
   • Select Subsidiary (Main)
     • Compare Type: Select any of 
     • Selection: Select Subsidiary
10. Click Save
11. Repeat Step 5-6
12. Basic Information:
    • Trigger On: Select Before User Edit 
    • Condition: Click Launcher icon
13. Field: 
    • Select Custom Form
      • Compare Type: Select any of
      • Selection: Select preferred Custom Sales Oder Form
14. Field:
    • Select Subsidiary (Main) 
      • Compare Type: Select any of 
      • Selection: Select Subsidiary
15. Click Save
16. Create new State
17. Create Transition from State 1 to State 2
18. Basic Information:
    • Condition: Click Launcher icon
19. Field:
    • Select Custom Form 
      • Compare Type: Select any of 
      • Selection: Select preferred Custom Cash Sale Form and Custom Sales Order Form
20. Click Save